A request should never slow your business down

Banks, buyers, investors and payment providers all ask about your company. Trustform Business Wallet keeps the answers ready, so you reply from what is saved, not from your inbox.

Free to create. For founders, sole traders and small businesses.

Managing companies for clients?

See the service provider view

Backed by and working with

CSB Investors Group
Investors Europe
Truvity

Problem

Every bank, investor and partner asks for the same few things

Each one sends its own list, and your answers live in old emails and shared folders.

The same documents, again

The agreement, the invoice, the ID you sent last month. You hunt them down and send them again.

Papers expire quietly

An out-of-date certificate or a missed request can pause a bank or a supplier until you fix it.

Co-owners get asked too

If someone else co-owns your business, banks will ask about them too. Collect their details early.

Who it’s for

Built for founders, sole traders and small teams

Find the description that fits you.

You may have co-founders, more than one company and investors on the way. Draw the ownership structure once and share it every time someone asks.

Features

Reply from your phone

Open the request, answer from what you have saved and sign off, wherever you are.

Connect it to how you already work

Requests, signing and status updates can run through your own client portal.

Benefits

A request stops being a scramble, and you stay in charge

Trustform keeps your file ready. You decide what leaves it, and the other side decides what it accepts.

No restarts

The same complete file serves your bank, your next investor and every partner after them.

Right access

Invite colleagues and give each one only the access their role needs.

Your sign-off

Requests are prepared for you. Each item is shared only after you approve it.

Clear record

See which bank, buyer or investor has which document, and when it went.

Common questions

Short answers to what people ask most. The full list is on the FAQ page.

Short answers to what people ask most. The full list is on the FAQ page.

Founders, sole traders and small businesses, used directly and self-serve. Individuals can also keep their own profile.

If someone asks once a year, a folder may be enough. If you are asked often, by different parties, the wallet means you stop starting again, and it flags documents before they expire, which a folder will not.

That is always their decision. Trustform keeps your file complete and current and makes it easy to share, but it cannot promise that any party will approve. If you need to, you can still generate the usual PDF or documents and send them by email.

Requests reach you by email, and you answer them from the wallet. You can also share with a named recipient through a secure link from your Business Centre page.

No. Guided onboarding reads your documents as you add them. Trustform does not give legal or accounting advice and does not file anything for you.

Yes. Invite them with a role and permissions.

Creating a wallet is free. It holds your identity, ownership and documents, with guided onboarding that reads your documents as you add them. Services around it, such as the AI Steward and a public Business Centre page, are paid.

Firms that administer many entities use the Compliance Platform. See the service provider view.

Founders, sole traders and small businesses, used directly and self-serve. Individuals can also keep their own profile.

If someone asks once a year, a folder may be enough. If you are asked often, by different parties, the wallet means you stop starting again, and it flags documents before they expire, which a folder will not.

That is always their decision. Trustform keeps your file complete and current and makes it easy to share, but it cannot promise that any party will approve. If you need to, you can still generate the usual PDF or documents and send them by email.

Requests reach you by email, and you answer them from the wallet. You can also share with a named recipient through a secure link from your Business Centre page.

No. Guided onboarding reads your documents as you add them. Trustform does not give legal or accounting advice and does not file anything for you.

Yes. Invite them with a role and permissions.

Creating a wallet is free. It holds your identity, ownership and documents, with guided onboarding that reads your documents as you add them. Services around it, such as the AI Steward and a public Business Centre page, are paid.

Firms that administer many entities use the Compliance Platform. See the service provider view.

Founders, sole traders and small businesses, used directly and self-serve. Individuals can also keep their own profile.

If someone asks once a year, a folder may be enough. If you are asked often, by different parties, the wallet means you stop starting again, and it flags documents before they expire, which a folder will not.

That is always their decision. Trustform keeps your file complete and current and makes it easy to share, but it cannot promise that any party will approve. If you need to, you can still generate the usual PDF or documents and send them by email.

Requests reach you by email, and you answer them from the wallet. You can also share with a named recipient through a secure link from your Business Centre page.

No. Guided onboarding reads your documents as you add them. Trustform does not give legal or accounting advice and does not file anything for you.

Yes. Invite them with a role and permissions.

Creating a wallet is free. It holds your identity, ownership and documents, with guided onboarding that reads your documents as you add them. Services around it, such as the AI Steward and a public Business Centre page, are paid.

Firms that administer many entities use the Compliance Platform. See the service provider view.

Be ready for the next request

Paperwork is part of running a company, but waiting for it does not have to be.

Let’s stay in touch

© 2026 Trustform UK Ltd. All rights reserved.

Trustform

Let’s stay in touch

© 2026 Trustform UK Ltd. All rights reserved.

Trustform

Let’s stay in touch

© 2026 Trustform UK Ltd. All rights reserved.

Trustform

Let’s stay in touch

© 2026 Trustform UK Ltd. All rights reserved.

Trustform

Let’s stay in touch

© 2026 Trustform UK Ltd. All rights reserved.

Trustform